California Financial Partners Financial Advisors Glendale, CA

 

 

 

 

 

 

Investment Vehicles

      The financial representatives of California Financial Partners (CalFP) have access to the most up-to-date investment products offered through LPL Financial. LPL Financial is the largest* independent broker dealer in the United States. We have affiliated with them since the inception of our company because of their state of the art investment platforms and technology. A partial list of the investment products and platforms currently employed by CalFP are the following:

      • Strategic Asset Management Platforms (SAM)
      • Brokerage Investment Platforms
      • Institutional Money Managers
      • Institutional Trading Capabilities
      • Personal Wealth Portfolios
      • Mutual Funds, Exchange Traded Funds
      • Common Stocks
      • Municipal Bonds
      • Corporate Bonds
      • Foreign Bonds
      • Preferred Stocks
      • U.S. Treasury Bills, Bonds and Notes
      • Money Markets
      • Certificates of Deposits
      • Unit Investment Trusts
      • Structured Notes
      • Defined Contribution Plans
      • Defined Benefit Plans
      • 401(k) Investment Platforms
      • Non-qualified Deferred Compensation Plans
      • IRA and IRA Rollover Plans
      • Roth IRAs
      • Insurance-Related Products
        • Annuities
        • Life Insurance
        • Long Term Care Insurance
        • Disability Insurance
        • Health Insurance

    See Also:

 

 

 

 

 

 

 

 

 

 

 

 

 

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California Financial Partners, Inc. is a fee-based comprehensive financial planning organization.
Securities and Advisory services offered through LPL Financial. A registered investment advisor.
Member FINRA & SIPC. The LPL Financial Registered Representatives associated with this site are currently
registered to discuss and/or transact securities business with residents of the following states:
AZ, CA, CO, DC, FL, ID, IL, IN, KY, LA, MD, NJ, NV, NY, OR, TX, UT.
If you are in a state other than those listed, we will acquire the
appropriate state license so that we may serve you.

Copyright © 2009-2010 California Financial Partners, Inc.

California Financial Partners, Inc. 505 N. Brand Blvd., Suite 1470 Glendale, California 91203
Tel: 818-550-9955 Web: www.calfp.com

Last updated Monday, February 01, 2010